New Research on Tax-Advantaged Direct Indexing

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About This Episode

As investors increasingly seek out more personalized options, many advisors are seeing direct indexing grow in popularity. Direct indexing is a type of separately managed account or SMA, where investors can express their personal values and tax preferences. The personalization and flexibility afforded by an SMA allows advisors the flexibility to manage each client’s tax situation and reflect their values. Dimensional Fund Advisors recently conducted research into the tax management benefits of an SMA. It found that a multifaceted tax management approach that goes beyond tax loss harvesting and considers tax implications at every step of the investing process can lead to more significant, longer-term gains. Here from Dimensional to discuss further is Kaitlin Hendrix, senior researcher and vice president.

About Our Guest

Kaitlin Hendrix is a senior member of the research team and a vice president at Dimensional. She conducts research and analyses to evaluate and enhance Dimensional’s investment strategies and conducts empirical research on a variety of investment topics that are useful to clients. Kaitlin also focuses on asset allocation research to develop value-added investment solutions that seek to meet clients’ needs, goals, and preferences in a systematic, reliable, and cost-efficient manner.

Before joining Dimensional, Kaitlin worked as a consultant with NERA Economic Consulting, where she applied econometric and statistical models in order to perform analyses in connection with securities litigation. Kaitlin has an MSc in financial economics from the University of Oxford and a BA in economics from Washington and Lee University. She is a CFA® charterholder and a member of the CFA Society of Austin.

Show Notes

To learn more about Dimensional’s Separately Managed Account offering:

To learn more about Dimensional’s research into multifaceted tax management within SMAs:

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